All content on these pages are related to the latest supported release of the 4Sight client.

Zoho CRM

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Integration

Application Information

Manufacturer:

Zoho Corp.

Application:

Zoho CRM

Version:

Standard, Professional, Enterprise, Plus

Market:

General CRM

Supported Features (related to 4Sight version 2.6)

Address Book Search:

Click to dial via 4Sight:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. For details of the Live searching limitations, please refer to the Zoho Addin Guide.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Zoho CRM (Product Website)
  2. Zoho Corp. (Manufacturer Website)